ANUJA GUPTA
Financial Adviser · West Gosford, NSW
📚 Qualifications & Training
2010 - Bachelor of Business Information System - Bachelor Degree (AQF 7) - Kathmandu University
2014 - Master of Business Administration (Advanced) (Finance) - Masters Degree (AQF 9) - Flinders University
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Commercial Law - Other - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2022 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.